Certified Salesforce partner
Salesforce for US real estate
Salesforce for real estate means a CRM configured around property transactions rather than software sales: inquiries routed to an agent in under a minute, buyer intent scored from real browsing behavior, listings synced from your MLS, and one portal buyers and sellers can actually check.
The real estate CRM problem
Deals are lost in the gap between a click and a callback
Most Salesforce orgs in real estate were configured for a software sales pipeline and then had property fields bolted on. Here is what that costs a brokerage or a marketplace every week.
Lead response time is measured in hours
A "Contact agent" or "Schedule a viewing" click travels through a shared inbox and a spreadsheet before anyone calls. By then the buyer has inquired on three other listings.
Every lead looks identical in the CRM
Someone who opened one listing once sits next to someone who saved fifteen homes, set a search alert and came back three times this week. Agents guess who to call first.
Thousands of old leads sit untouched
Years of portal and aggregator leads pile up. Nobody has a system that notices when a new listing finally matches what a buyer wanted six months ago.
Buyers and sellers live in email threads
Status, documents, viewing requests and messages scatter across fifty chains, so the same three questions get asked by phone every week of every transaction.
MLS data is updated by hand
New listings, price changes and status updates get retyped into Salesforce, so the CRM is always slightly behind the market and slightly wrong.
Salesforce is running, but nobody owns it
The org was set up years ago by a partner who has moved on. One power user keeps it alive, the team tracks real deals in spreadsheets, and nobody trusts the reports.
Before you switch
Should you replace Follow Up Boss, kvCORE or BoomTown with Salesforce?
Often, no. A purpose-built real estate CRM is cheaper, faster to launch and perfectly adequate for a single office running a standard buyer and seller workflow. If that is you, we will tell you to stay where you are.
Salesforce earns its place when the workflow stops fitting the product: custom logic those tools cannot express, a portal for buyers or sellers, several listing sources feeding one pipeline, or one system spanning brokerage, marketing and back office. Our free Health Check gives you that answer before you commit budget.
Stay on your current CRM if
- One office, one workflow, and the product already covers it
- Your listing feed is native to the platform and works
- Nobody is asking for a client-facing portal
- You have no in-house or partner capacity to own a Salesforce org
Move to Salesforce if
- Routing and scoring rules have outgrown what the product can express
- Leads arrive from a website, portals, aggregators and social at once
- Buyers and sellers need a portal, not another email thread
- Marketing, transactions and reporting need to live in one system
Why TrueSolv
Salesforce built around the property transaction
Modelled on property, not pipeline
Listings, showings, offers, escrow and closings are modelled as they actually behave, instead of a generic opportunity stage renamed to "Under contract".
Routing that escalates on its own
Inquiries reach the right agent by property, location or team, with an automatic first response and escalation to the next agent when nobody picks up.
Scoring built from behavior
Saved searches, favorites, repeat visits and viewing history feed a priority score, so the call list is ordered by intent rather than arrival time.
Listing feeds that stay current
MLS, RESO Web API and aggregator feeds sync into Salesforce automatically, including price changes, status updates and removals.
Direct access to certified Salesforce engineers
You work with Salesforce-certified developers and architects, with no account manager relaying messages. Faster answers and faster fixes.
Fixed scope, fixed price
Every engagement starts with a written scope you approve before work begins. No time-and-materials billing and no scope-creep invoices.
How we work
How much does a Salesforce implementation for real estate cost?
There is no package table here on purpose: team size, lead volume, listing feeds and integrations vary too much for one to fit honestly. Every project is quoted as a fixed scope at a fixed price after a discovery call, and managed retainers afterwards start at $1,000 per month. Below are the three shapes an engagement takes.
Fix the one thing that is costing you deals
For teams already on Salesforce who need a specific problem solved rather than a rebuild.
- Lead routing, notifications and escalation
- Buyer intent scoring
- A single listing-feed integration
- Cold lead reactivation matching
- Reporting and dashboards
- Post-launch support included
The whole system, end to end
For brokerages and marketplaces moving onto Salesforce, or rebuilding an org that never fit.
- Everything in Targeted build
- Multichannel lead funnel into one Lead object
- Two-way MLS and aggregator sync
- Contract and disclosure automation with e-signature
- Experience Cloud portal for buyers and sellers
- Data migration, dedupe and cleanup
- Agent and admin training with documentation
Delivered in phases, with routing live first
Your Salesforce team without the hire
For teams already running Salesforce who need it maintained, monitored and improved every month.
- Ongoing administration and user support
- Listing-feed and integration monitoring
- New automations as the business changes
- Reporting and dashboard updates
- Release management and testing
- Direct contact over Slack or Teams
Salesforce licenses are billed separately by Salesforce and are not included in our proposals. We scope the license mix with you during discovery, so the figure you approve is the figure you pay us.
What we build
Salesforce capabilities for real estate teams
The areas we deliver across, from the first inquiry through to a closed transaction and the reporting on top of it.
Lead capture and routing
- Website, portal and aggregator lead capture
- Routing by property, location or team
- Automatic first response
- Escalation when nobody replies
- Duplicate detection on inbound leads
Intent and prioritization
- Behavior-based buyer scoring
- Saved searches and favorites sync
- Repeat-visit and recency signals
- Agent call queues ordered by intent
- Score decay for going-cold leads
Listings and MLS
- Two-way MLS and RESO Web API sync
- Aggregator and portal feeds
- Price, status and removal updates
- Listing-to-inquiry attribution
- Feed monitoring and error alerts
Transaction management
- Showings, offers and counteroffers
- Escrow and closing milestones
- Task and deadline automation
- Commission and split tracking
- Multi-step approval workflows
Documents and contracts
- Contract and disclosure generation
- E-signature routing
- Document checklists per transaction
- Version and audit history
- Client document upload
Portals
- Experience Cloud buyer portal
- Seller status and activity view
- Viewing requests and scheduling
- Direct messaging with the agent
- Partner and vendor access
Marketing and reactivation
- New-listing matching against old criteria
- Nurture journeys by buyer stage
- Past-client and referral campaigns
- Segmentation by area and price band
- Campaign attribution back to closings
Reporting and handover
- Response-time and conversion dashboards
- Agent and office performance reporting
- Source and channel attribution
- Agent and admin training
- Documentation and post-launch support
Who it's for
Built for US residential real estate at every stage
Brokerage, marketplace, MLS, auction platform or rental portfolio — the operational realities of US residential property are close enough that the same foundation works.
Boutique and luxury brokerages
Small teams competing above their weight. A CRM shaped around how your agents actually sell property, rather than an enterprise sales template nobody adopts.
Residential listing marketplaces
Consumers search, save and inquire on your site. Those leads have to reach the right agent in seconds, with the browsing context attached.
Regional MLS organizations
Member support, data feeds and listing compliance handled inside one system, with cases and service levels that can actually be reported on.
Home auction and off-market platforms
Registration, bidding activity, reserve status and post-auction follow-up in a single pipeline instead of a spreadsheet and a mailbox.
Single-family rental portfolios
Acquisition pipelines, resident and owner communication, and portfolio-wide reporting in one CRM rather than three disconnected tools.
Teams with an unowned Salesforce org
Salesforce is in place but was configured years ago for processes you no longer follow. Reporting is manual and the team quietly works around it.
The economics
A managed retainer costs a fraction of a Salesforce hire
Salesforce Administrator
- $85,000 to $110,000 in base salary
- Plus payroll taxes and benefits
- Plus recruiting cost and time to hire
- One person, who can leave
- You pay for the quiet months too
A team, on call
- Certified admins, developers and an architect
- No recruiting and no onboarding
- No single point of failure
- Scope flexes with what you actually need
- Direct communication via Slack or Teams
For most brokerages and platforms under 100 staff, the retainer covers everything the hire would have done, and covers the months where there is nothing to do without paying for them.
Delivery timeline
How a Salesforce implementation for a real estate team works, step by step
Defined milestones, a written scope before any work starts, and your team involved at every stage.
Discovery call
We learn your lead sources, agent structure and where deals currently stall.
Requirements mapping
We document listing feeds, workflows and the exact scope and deliverables.
Fixed-price proposal
A clear proposal, timeline and contract, signed off before we start.
Build
Routing ships first, then scoring, integrations and portals, with regular check-ins.
UAT and training
Your team tests everything, we train agents and admins, issues close before go-live.
Go-live and support
Your Salesforce is live and the team is ready, with post-launch support included.
Products and clouds
Salesforce products we configure for real estate
Case studies
Real Salesforce results for real estate teams
How we have cut response times, revived dormant databases and rebuilt orgs that stopped fitting the business.
Inquiry to agent call, from hours to under a minute
Multi-office brokerage handling several hundred inquiries a week through a shared inbox and a rota spreadsheet.
Engagement: Targeted build
A dormant lead database turned back into a call list
Marketplace with years of stored buyer criteria and no mechanism to notice when a new listing finally matched.
Engagement: Full platform build
An abandoned Salesforce org brought back into service
Rental portfolio whose implementation partner left years earlier. Nobody on staff knew how the org was configured.
Engagement: Rescue plus retainer
Salesforce integrations
The tools US real estate teams actually run on
We connect Salesforce to your listing, marketing, communication and back-office stack so nothing gets re-keyed between systems.
Listings and data
- MLS feeds
- RESO Web API
- IDX providers
- Listing aggregators
Marketing
- Mailchimp
- HubSpot
- Meta and Google Ads
Documents and e-signature
- DocuSign
- Dropbox Sign
- Conga
Communication
- Twilio SMS
- RingCentral and Aircall
- WhatsApp Business
Scheduling
- Calendly
- Outlook and Google Calendar
- Showing tools
Payments and finance
- Stripe
- QuickBooks Online
- Escrow platform APIs
Real estate platforms
- Follow Up Boss
- kvCORE and BoomTown
- Property management systems
Anything else
- Most platforms with a REST API
- Native AppExchange connectors
- Scoped during discovery
Credentials
Certified Salesforce partner, verified on AppExchange and Clutch
Always included
Included with every real estate project
Every TrueSolv engagement ships with these, because the details should not be an upsell.
Dedicated Salesforce developer
Your developer is the direct point of contact from kickoff to go-live. Real people who are reachable, not a ticket queue.
IncludedPost-launch support
A defined support period after every go-live. If something is not working, we fix it at no extra charge.
IncludedAdmin documentation
Full process documentation and a video walkthrough, so your team stays independently operational.
IncludedSalesforce Health Check
We audit the existing org before every project to surface technical debt and quick wins from the outset.
Free with projectAgent training
Live training for the people who will use it daily. Adoption is what makes the build worth paying for.
IncludedClient reviews
Trusted by teams around the world
Verified reviews sourced directly from our Upwork and Clutch profiles.
"I highly recommend TrueSolv for Salesforce outsourcing services." They are a reliable and trustworthy partner who helped us optimize our Salesforce setup, develop all types of workflows, and benefit from automation. The team operates as a genuine extension of our internal team.
"We outsourced a major Salesforce project to TrueSolv." Our collaboration saved us a significant amount of time. The team is outstanding — always available and ready to assist. All adjustments were implemented at impressive speed.
"The TrueSolv team is exceptional." Speed, quality and genuine expertise on both the business and technical side, combined with proactivity, produces outstanding results. They anticipate issues before they arise and deliver scalable, well-considered solutions.
"I was impressed by their expertise, speed, quality and competency." TrueSolv performed exceptionally well in all the areas that matter. The team assembled the right people and delivered meaningful Salesforce results on schedule.
"We rate TrueSolv very highly for the quality of services provided." TrueSolv delivered as Salesforce developers throughout our project. We received all requested services as outlined in the contract, along with the necessary support where required.
"Their capability to meet our exact business requirements is remarkable." Professional services, high technical competence, excellent communication and reliable on-time delivery. We hope to continue working with TrueSolv for years to come.
Questions
Frequently asked questions about Salesforce for real estate
Book a free discovery call
Tell us how leads reach your agents today and where things break down. We come back within one business day with a straight answer about what makes sense.
[email protected]